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William Henderson

Advisor at Global View Capital Management LLC

Updated today

Location

Wautoma, WI

Credentials

Series 63, Series 66

Industry experience

17 years

About

William Henderson is a financial advisor with Global View Capital Management LLC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Global View Capital Management since 2014 and has prior experience with Great Lakes Education Loan Services and several educational institutions. Henderson also provides consulting services in educational financial aid and has roles involving marketing and sales of insurance products. Global View Capital Management provides discretionary investment management and financial planning services for individuals, high-net-worth clients, trusts, corporations, retirement plans, and other businesses. The firm employs a largely model-driven, quantitative investment approach using proprietary research and algorithmic models to manage approximately $708 million in discretionary assets across 85 advisors.

Client services

Based on Global View Capital Management LLC

Financial planning Portfolio management Selection of other advisers
Sub-adviser to other advisers & advice to participants of 401(k), 403b, 457 and simple retirement plans

Expertise

Based on Global View Capital Management LLC

Active portfolio management Passive / index investing Wealth management

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Fee options

Percentage

$0 - $500,000: 1.00% $500,001 - $999,999: 0.75% $1,000,000+: 0.50%

Project-based

Up to $350 per hour for financial planning

Other

Account minimum: $2,000.00 Minimum fee: Accounts under $15,000 charged non-refundable setup fee of lesser of 3% of initial balance or $350

Location

Wautoma, WI

Most active in

Wisconsin

Work history

Financial Aid Services

2023 - Present (3 years)

Milwaukee Area Technical College (MATC)

2020 - 2023 (3 years)

Concordia University

2018 - 2019 (1 year)

Global View Capital Management, LLC

2014 - Present (12 years)

Global View Capital Insurance Services, LLC

2013 - Present (13 years)

Global View Capital Advisors, LLC

2013 - Present (13 years)

Great Lakes Education Loan Services

2006 - 2017 (11 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Anthony S

Series 63, Series 65

Wautoma, WI

Commonwealth Financial Network

Anthony Smyrneos is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Commonwealth since 2004 and also works at Farmers Exchange Bank in Wautoma, WI. Smyrneos spends a small portion of his time selling fixed insurance products. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm offers a variety of advisory programs and services, including wealth management and retirement plan consulting, and provides operational, trading, compliance, and practice-management support to affiliated advisors.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
user avatar

David S

Series 66

Wautoma, WI

Thrivent Investment Management

David Stevens is a financial advisor with Thrivent Investment Management in Wautoma, WI. He holds a Series 66 designation and has three years of experience at Thrivent, preceded by five years at Generac Power Systems. Prior to his current role, he worked with Brian Getchius - Thrivent from 2019 to 2025. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based financial planning across a broad range of topics without including implementation of recommendations. The firm combines these planning services with managed accounts under a consolidated billing option called “WealthPlan” while maintaining separation between planning and portfolio management.

Business ownership considerations
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Tyler S

Series 66

Wautoma, WI

Robert Baird & Co.

Tyler Schroeder is a financial advisor with Robert Baird & Co. in Wautoma, WI, holding a Series 66 designation and eight years of industry experience. He has been with Robert Baird & Co. since 2017 and previously worked at MattressFirm from 2011 to 2017. Outside of his advisory role, Schroeder is an owner and landlord of several real estate entities. He is part of The DDK Group, a team within Robert W. Baird & Co.’s Private Wealth Management practice that serves individuals, families, pensions, corporations, and institutional clients. The group provides financial planning, portfolio management, and consulting services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across a range of investment strategies.

Wealth management Tax-loss harvesting Retired Founder/Business Owner
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Brian G

Series 66

Wautoma, WI

Thrivent Investment Management

Brian Getchius is a financial advisor with Thrivent Investment Management in Wautoma, WI, holding a Series 66 designation and 19 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2006. Outside of his advisory role, Getchius serves on the boards of the Reign Volleyball Club, a local youth volleyball nonprofit, and the Little Sprouts Discovery Center, a nonprofit daycare serving Waushara County. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based analyses and combines planning with managed-account options under a consolidated billing system, while maintaining a separation between planning and asset management services.

Business ownership considerations

Travis T

Series 66

Wautoma, WI

Edward Jones

Travis Truesdale is a financial advisor at Edward Jones in Wautoma, WI, holding a Series 66 designation with four years of industry experience. His prior work experience includes roles in construction at Brothers Concrete Construction LLC and Faulks Bros. Construction, as well as at Nordic Mountain. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, manages over $1 trillion in assets, and operates a large nationwide network of financial advisors and branch offices.

Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Business ownership considerations Retirement income strategy Founder/Business Owner
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